Motilal Oswal Business Cycle Fund-Reg(G)
Scheme Returns
-3.35%
Category Returns
0.56%
Riskometer
- Low
- Low to moderate
- Moderate
- Moderately High
- High
- Very High
NAV Chart
Trailing Returns
| 1 Day | 1 week | 1 Mth | 3 Mth | 1 Yrs | 3 Yrs | 4 Yrs | 5 Yrs | Since Inception | |
| Motilal Oswal Business Cycle Fund-Reg(G) | -0.32 | -0.13 | -3.35 | -2.97 | -4.06 | 0.00 | 0.00 | 0.00 | 20.45 |
| Equity - Thematic Fund - Other | -11.75 | 0.92 | 0.56 | 0.49 | 0.74 | 18.56 | 13.91 | 17.53 | 11.75 |
* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.
* Debt - Returns upto 1 year are annualized and over 1 year are CAGR.
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AMC
Motilal Oswal Asset Management Company Limited
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Fund
Motilal Oswal Mutual Fund
Snapshot
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Inception Date
27-Aug-2024
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Initial Price
₹10
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Entry Load
--
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Size of Fund(in Cr.)
78,330.67
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Scheme Plan
--
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Scheme Class
Equity - Thematic Fund - Other
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Objectives
To achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies by investing with a focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles.
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Scheme Type
Open ended scheme
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Min. Investment
₹500
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Exit Load
1
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Latest NAV
12.7466
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Fund Manager
Mr. Ajay Khandelwal
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Fund Manager Profile
--
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Fund Information
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AMC
Motilal Oswal Asset Management Company Limited
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Address
10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opp Parel ST Bus Depot, Prabhadevi Mumbai - 400025
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Phone
022 40548002
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Fax
022-22816161
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Email
amc@motilaloswal.com
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Website
http://www.motilaloswalmf.com/
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Registrar Agent
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Registrar
KFin Technologies Limited
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Address
301, Centrium, 3rd Floor, 57, L.B.S. Road Nav Pada, Kurla (West) Mumbai - 400070
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Phone
022 - 4617 0911
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Fax
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Email
investorsupport.mfs@kfintech.com
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Website
https://mfs.kfintech.com/
Portfolio Details
Companies - Holding Percentage
| Company | Market Value | hold percentage |
|---|---|---|
| Collateralized Borrowing & Lending Obligation | 27561.46 | 12.81 |
| Shaily Engineering Plastics Limited | 20471.4 | 9.52 |
| Kalyan Jewellers India Limited | 17839.48 | 8.29 |
| Eternal Limited | 15887.5 | 7.39 |
| Coforge Limited | 15551.71 | 7.23 |
| Persistent Systems Limited | 14791.5 | 6.88 |
| Dixon Technologies (India) Limited | 14430.34 | 6.71 |
| Ellenbarrie Industrial Gases Limited | 13629.56 | 6.34 |
| Healthcare Global Enterprises Limited | 13075.13 | 6.08 |
| Net Receivables / (Payables) | 7882.48 | 3.66 |
| Neuland Laboratories Limited | 7412.85 | 3.45 |
| Trent Limited | 7041.45 | 3.27 |
| Polycab India Limited | 6748.01 | 3.14 |
| One 97 Communications Limited | 6516 | 3.03 |
| Jain Resource Recycling Limited | 5790.75 | 2.69 |
| Kaynes Technology India Limited | 5028.38 | 2.34 |
| BSE Limited | 4958 | 2.3 |
| Thirumalai Chemicals Limited | 3680.55 | 1.71 |
| Sai Life Sciences Limited | 3672.8 | 1.71 |
| Supreme Petrochem Limited | 3151.66 | 1.47 |
Sectors - Holding Percentage
| Sector | hold percentage |
|---|---|
| IT | 17.13% |
| Others | 16.48% |
| Healthcare | 11.23% |
| Retailing | 10.66% |
| Plastic Products | 9.52% |
| Diamond & Jewellery | 8.29% |
| Consumer Durables | 6.71% |
| Inds. Gases & Fuels | 6.34% |
| Electricals | 5.47% |
| Non - Ferrous Metals | 2.69% |
| Finance | 2.3% |
| Chemicals | 1.71% |
| Crude Oil | 1.47% |
Divident Details
| Scheme Name | Date | Dividend (%) |
| No Data Found |
Alternative Funds From Category
| Scheme Name | Asset Size | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| UTI-Transpotation and Logistics Fund-Growth Option | 7.2 | -0.31 | -1.12 | 13.85 | 13.68 | 24.58 |
| Bandhan TRANSPORTATION AND LOGISTICS FUND - GROWTH - REGULAR PLAN | 260.72 | 0.66 | 0.38 | 15.9 | 12.68 | 24.89 |
| Kotak Pioneer Fund- Regular Plan- Growth Option | 1627.66 | -0.82 | -1.49 | 5.56 | 3.93 | 21.88 |
| DSP Quant Fund - Regular Plan - Growth | 1227.27 | 1.29 | 2.34 | 5.02 | 2.28 | 11.47 |
| 360 ONE QUANT FUND REGULAR GROWTH | 59.83 | -0.45 | -0.45 | 0.43 | 2.11 | 23.11 |
| SBI Comma Fund - REGULAR PLAN - Growth | 427.78 | -1.69 | -0.37 | 3.51 | 2.06 | 15.85 |
| ICICI Prudential Manufacturing Fund - Cumulative Option | 717.63 | -1.93 | -1.91 | 3.35 | 2.04 | 24 |
| WhiteOak Capital Special Opportunities Fund - Regular Growth | 402.09 | -1.96 | 0.44 | 3.11 | 1.75 | 0 |
| Nippon India Quant Fund -Growth Plan - Growth Option | 36.31 | -0.29 | 1.35 | 4.18 | 1.75 | 19.4 |
| Mahindra Manulife Business Cycle Fund- Regular Plan - Growth | 463.85 | -1 | 2.47 | 3.66 | 0.45 | 0 |
Other Funds From - Motilal Oswal Business Cycle Fund-Reg(G)
| Scheme Name | Asset Size | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 37500.86 | -3.03 | -5.62 | -0.95 | -12.83 | 24.38 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 34779.74 | -3.03 | -5.62 | -0.95 | -12.83 | 24.38 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 34748.89 | -3.03 | -5.62 | -0.95 | -12.83 | 24.38 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 33608.53 | -3.03 | -5.62 | -0.95 | -12.83 | 24.38 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 33053.13 | -3.03 | -5.62 | -0.95 | -12.83 | 24.38 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 30401.09 | -3.03 | -5.62 | -0.95 | -12.83 | 24.38 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 27780.18 | -3.03 | -5.62 | -0.95 | -12.83 | 24.38 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 26028.34 | -3.03 | -5.62 | -0.95 | -12.83 | 24.38 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 25880.7 | -3.03 | -5.62 | -0.95 | -12.83 | 24.38 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 24488 | -3.03 | -5.62 | -0.95 | -12.83 | 24.38 |